Retirement Planning

As a valued member of your association, we take great care in assisting you to grow and protect your Retirement assets. Since we are an independent provider of financial services, we can be non-biased in our recommendations to you.

Some of the programs we offer for your retirement assets:

Mutual Fund Programs, Variable Annuities, and Fixed Annuities*

*Fixed Annuities – provides protection of your non- IRA and IRA retirement assets both PRIOR to retirement AND during your retirement years. Most people invest their money in the stock market. However, most people also understand the saying of “not putting all your eggs in one basket”. This is where fixed annuities are attractive….to people who wish to protect a percentage of their assets against market risk. Fixed Annuities do NOT get invested in the market. They are issued by life insurance companies who promise to protect your principle and earnings. Principle and earnings grow tax-deferred, thereby avoiding current taxation that sometimes occur for owners of non-IRA accounts.

The profile of an annuity candidate may be someone who owns bank certificate of deposits, has a 401k rollover, or who may want to diversify some of their "at risk" assets to protected assets.

If you would like more information, please complete the form or call Kevin Egan, CLU, at (616) 262-4262. Hours are: Monday thru Friday 8am to 9pm (EST).

Notice: Wisconsin applicants will be reviewed and a quote will be sent directly.

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